What Every Agent And Advisor Needs To Know To Make Easy Life Insurance Sales!
10/28/2022… Are you missing making easy life insurance sales? Read Sandy Schussel’s story below about two of his clients and friends that are financial advisors. And how they missed easy life insurance sales. Is that you!!!
Those Financial Advisors Weren’t There For Me! (They Missed Making The Easiest Life Insurance Sales!)
Back in my days as an attorney, two of my clients were financial advisors working with two different broker-dealer/insurance companies. One of them was a branch manager.
We went out to dinner together. I went to Seton Hall basketball games with one of them. I helped them close on the purchase of their homes and with wills and other things they needed.
But neither one of them ever approached me about my financial situation. Neither one of them suggested I save for my daughters’ education. Neither one of them asked me what I was doing about retirement.
As a lawyer at the time, I’d like to think I was very good at what I did. I could handle—and sometimes master—just about any challenge. As an investor, however, I knew nothing.
But neither of these financial advisors, who, I’m sure were great at what they did, asked me about my financial situation or challenged me to start saving and investing.
In fact, looking back, I didn’t realize at the time that both financial advisors sold life insurance as part of their work, and they never mentioned it.
A nice young agent dropped in on me at my office one day and was the first person to bring up life insurance, so I bought a term policy from him.
The policy was delivered by mail, and I never heard from or saw him again. So, when I wanted to increase my coverage and take on a disability policy, I did it with another agent.
Those Two Financial Advisors Missed Making The Easiest Life Insurance Sales!
Maybe I was unfortunate — or willfully — ignorant. But had either of those financial advisor friends approached me, I would have had a retirement plan in place. I would have started a college savings plan. And I would have purchased life insurance from them.
Instead, I accumulated over $120,000 in debt to pay for my daughter’s college education.
And my retirement accounts started only after I began working in the financial and insurance world. They are limited by the relatively short time I’ve been saving and investing.
I converted my own term policies to IULs because even the last agent I saw never stayed in touch with me. I don’t even remember his name.
But why didn’t these financial advisors approach me?
Were they intimidated in some way by my profession?
Did they think because I was a good lawyer that I must also know how to save or I must be ‘all set’?
Were they waiting for me to ask them (something I would have done had it occurred to me to do it)?
And why didn’t those life insurance agents stay in touch with me? They could have done more business and been introduced to others through me. They would have made some easy life insurance sales!
There are two things you need to do with everyone, but especially with your best clients: Serve them fully, and surprise and delight them.
If you’ve built your financial advisory services or insurance business to a point where you’re grossing $10,000 a month or more but find that your business is no longer growing, I can help you use these two things to generate new growth almost immediately, using the Leveraged Relationship approach in my 90-Day Marketing Tune-Up program. And I will get you set up to make it easy to increase your life insurance sales and other business by $50,000 or more next year.
And you’ll be able to use what you learn for the rest of your career, after earning back what the program costs in the first three weeks.
If you want more details, message me.
And in the meantime, keep REACHING…
How To Make The Easiest Life Insurance Sales?
Are you missing the easiest life insurance sales? In our life insurance marketing and sales system, we have a heartfelt Letter that explains how you help people! The letter just asks them to call you if they have any questions or want help. It is a simple non-threatening way for you to make sure your friends and family know what you do! And you are there to help them. Then we explain how you can follow up the letter with a non-threatening phone call.
In our life insurance marketing and sales system, we also have an educational workshop that helps people to see and understand the problems they are facing now and in the future. It does not talk about or sell any products. Almost everyone who attends the workshop will ask you for an appointment.
These are just a few of the ways you can make easy life insurance sales.
When will you decide to get the best tools and training… to help you make easy life insurance sales?
These insurance agents and financial advisors are now making easy life insurance sales!
“After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of life business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity of helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before. Your system (Found Money Management™) is so easy to understand, explain to clients, and implement, that it’s almost ridiculous. I am so glad I found you when I did, so early in my career. I look forward to many years of working with the two of you! Thanks Again!” Bryan Schurter, RFC, – CA (4 years in business)
“My business is exploding! I wished I followed the IPS stuff sooner. What’s amazing to me is that I was making this way too hard. I’ve taught 3 library classes so far this week and have the 4th class on Saturday. I’ve been getting about 10-15 (5-6 couples and a few singles) attendees per class and everyone is booking appointments with me. To rephrase that… after the class, they are asking me for the appointment.” Raymond J. Kozicki – IL (12 years in the business)
How To Get The Best Training And Support For Financial Advisors To Make The Easiest Life Insurance Sales?
Our Trusted Advisor Success Program™ is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about helping middle-income families to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)
Check out our Trusted Advisor Success Program™! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and financial advisors for over 40 years to specialize in helping middle-income families... So you will earn $250k or more per year selling life insurance!
First, we will show you how to find and attract your best life insurance and annuity leads/prospects. So you will set great sales appointments.
Then we will show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can take action right now!
Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.
It is the best-specialized life insurance marketing and sales system and training for insurance agents and financial advisors to learn how to help middle-income families! And make the easiest life insurance sales!
When Will You Get The Best Marketing For Agents And Financial Advisors… To Find and Attract Your Best Life Insurance Prospects For Easy Sales?
Inside our Trusted Advisor Success Program™, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews; and more – with all the tools, scripts, and more. Now you can find and attract your best insurance prospects and set your best sales appointments! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to “Live Debt Free and Truly Wealthy!”
You will also get the best insurance marketing, sales training, and support you need to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program™. Now you can help middle-income families – not just the wealthy!
Includes Our Found Money Management™ Tool Kit (Life insurance marketing and sales system),
With Our How To Close 9 Out Of 10 Insurance Sales – Sales Training System And Videos,
With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!
When will you decide to invest in the best systems, training, and support for Financial Advisors… so you will make the easiest life insurance sales?
When Will You Read Our Full-Length Book? So You Learn How To Really Help Middle-Income Families? To Make The Easiest Life Insurance Sales!
We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy”! As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference… By helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! And you will close the easiest life insurance sales! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!
When Will You Get The Life Insurance Sales Systems, Training, and Support For Financial Advisors… To Make The Easiest Life Insurance Sales?